# Client Intake & Conflict Screening for Mass Tort Paralegals

> AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.

- **Role:** [Mass Tort Paralegal](https://calish.com/workflows/for/mass-tort-paralegal/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Mass Tort & Class Action](https://calish.com/workflows/specialty/mass-tort-and-class-action/)
- **Action:** Client Intake & Conflict Screening
- **Canonical URL:** https://calish.com/workflows/client-intake-and-conflict-screening-for-mass-tort-paralegal/

## The Problem

Every new Mass Tort & Class Action lead needs conflict-checked, fee-agreement-drafted, and intake-form-filled before a billable moment happens — and 40% of leads ghost during that gap.

## What We Build

AI runs the conflict check against Litify, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours.

## Tools & Integrations

- Litify
- Filevine
- Relativity
- Case Anywhere
- Zapier

## How It Works

1. **Discovery call.** We map your current client intake & conflict screening process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Litify](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-litify/) — Client Intake & Conflict Screening built natively in Litify
- [Filevine](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-filevine/) — Client Intake & Conflict Screening built natively in Filevine
- [Relativity](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-relativity/) — Client Intake & Conflict Screening built natively in Relativity
- [Case Anywhere](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-mass-tort-paralegal-with-case-anywhere/) — Client Intake & Conflict Screening built natively in Case Anywhere

## Related Workflows

- [Patent Prior Art Search for Mass Tort Paralegals](https://calish.com/workflows/patent-prior-art-search-for-mass-tort-paralegal/)
- [Estate Distribution & Beneficiary Tracking for Mass Tort Paralegals](https://calish.com/workflows/estate-distribution-and-beneficiary-tracking-for-mass-tort-paralegal/)
- [Medical Records Retrieval & Chronology for Mass Tort Paralegals](https://calish.com/workflows/medical-records-retrieval-and-chronology-for-mass-tort-paralegal/)
- [Demand Package Drafting for Mass Tort Paralegals](https://calish.com/workflows/demand-package-drafting-for-mass-tort-paralegal/)
- [Closing Checklist & Disclosure Packet for Mass Tort Paralegals](https://calish.com/workflows/closing-checklist-and-disclosure-packet-for-mass-tort-paralegal/)
- [Employment Handbook & Policy Updates for Mass Tort Paralegals](https://calish.com/workflows/employment-handbook-and-policy-updates-for-mass-tort-paralegal/)

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